News and resources for Canada's top financial advisors
Est. 1998
Industry
Other factors are social isolation and low financial literacy levels
By James Langton |October 1, 2019
2 min read
Advisor's Edge
Craft a compelling narrative about yourself, and put it where everyone will see it
By Gil Martinez |September 20, 2019
The social media giant settles allegations it misled investors
By Staff, with files from The Associated Press |July 24, 2019
Tips for establishing an online presence
By Gil Martinez |May 24, 2019
Fund managers are turning to search trends and social media sentiment to gain an edge
By Staff |May 22, 2019
The umbrella group of global regulators will focus on indexing, robo advisors and cryptoassets, among other matters
By Staff |March 25, 2019
Meet the "tax ninja"
By Susan Goldberg |March 16, 2018
3 min read
BMO is launching a new AI-powered tool to serve customers on Facebook and Twitter. Two chatbots will deliver instant responses to common queries for customers looking for more online banking options, a BMO release said Thursday. “The launch of these chatbots and the integration of AI into our customer-facing technology provide an opportunity to build […]
By Staff |March 15, 2018
The Canadian Securities Administrators (CSA) has published CSA Staff Notice 51-348, which summarizes findings and disclosure expectations for reporting issuers that use social media. The review found that 72% of issuers actively use at least one social media website, but 77% have no specific governance policy to direct their disclosure practices on those sites. Social […]
By Staff |March 9, 2017
The game has been a boon for Nintendo, which created the app
July 22, 2016
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.